Bookkeeping · Cleanup · Reporting · Advisory

Small Business
Bookkeeping Made
Simple.

Clear books. Better decisions. Practical support.

Monthly bookkeeping, clean financial records, and useful reporting for business owners who want to understand their numbers without living in QuickBooks.

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Accurate Books Reliable records you can count on.
Greater Clarity Understand your numbers with confidence.
A Trusted Partner Real support for real business growth.

Our services

Bookkeeping support built around the way you actually run your business.

Practical bookkeeping, cleanup, reporting, and systems support designed to help small businesses stay organized and make better decisions.

Bookkeeping review at a computer

Monthly Bookkeeping

Categorization, reconciliations, month-end close, organized records, and recurring financial statements.

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Organized financial documents on a desk

Cleanup & Catch-Up

Bring neglected, behind, or inconsistent books back into order.

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Business reporting and KPI discussion

Reporting & Advisory

Cash-flow visibility, financial summaries, KPI tracking, budgeting, forecasting, and practical owner guidance.

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Accounting system review on a laptop

Setup & Systems

QuickBooks Online setup, chart of accounts, payroll/accounting workflow, and bookkeeping system organization.

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Why J.L. Bell & Co.

Built for small business.

J.L. Bell & Co. provides reliable bookkeeping, clear communication, and practical support designed around the way small businesses actually operate.

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Direct Support

You work directly with the person responsible for your books. Questions don't disappear into a queue.

Reliable Records

Reconciliations, clean account balances, and a deliberate month-end process keep your books grounded in reality.

Useful Reporting

Financial statements, KPI tracking, and clear reporting help you understand where your business stands.

Thoughtful Systems

QuickBooks, payroll, and accounting workflows are set up and organized to fit the way you actually operate.

Professional & Service Businesses

Insurance agencies, consultants, contractors, and other service-based firms.

Independent Professionals

Freelancers, sole proprietors, and self-employed professionals.

Owner-Operated Businesses

Small businesses where the owner remains closely involved in day-to-day operations.

Property & Rental Owners

Organized income, expenses, and property-level records for rental activity.

New & Growing Businesses

Clean accounting systems and bookkeeping structure from the start.

Businesses Needing Better Systems

For businesses ready to replace messy books, spreadsheets, or disconnected accounting workflows.

Who we work with

The businesses we know best.

J.L. Bell & Co. works with small businesses and independent professionals who want reliable books, practical reporting, and direct support.

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Not sure where your business fits? We can tailor support around your current systems, cleanup needs, and long-term goals.

Choose the level of support that fits your business.

Core Bookkeeping

Reliable monthly bookkeeping and financial statements.

Starting at

$199/mo.

  • Monthly bookkeeping & close
  • Account reconciliations
  • Balance sheet oversight
  • Standard financial statements
  • Tax-ready year end books
  • Ongoing bookkeeping support
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Bookkeeping + Advisory

A deeper partnership for long-term success.

Starting at

$599/mo.

  • Everything in Reporting
  • Budgeting & forecasting
  • KPI & management analysis
  • Scenario planning
  • Proactive financial guidance
  • Greater ongoing collaboration
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Packages start at the prices shown. Final pricing is based on the size, complexity, and accounting needs of your business.

Support beyond a recurring package.

Cleanup & Catch-Up

Books cleanup, catch-up bookkeeping, year-end cleanup, opening-balance reconstruction, and prior-period corrections.

Setup & Transition

New books setup, accounting system migration, payroll setup, and related accounting implementation.

Accounting Support

Payroll administration, accounts payable, accounts receivable, specialized reconciliations, inventory/accounting complexity, and other ongoing support.

A few things worth knowing before we get started.

From monthly bookkeeping and cleanup to pricing, QuickBooks, and working with your tax professional, here are answers to some of the questions we hear most often.

Organized small business bookkeeping workspace
What is included in monthly bookkeeping for a small business?

Monthly bookkeeping generally includes transaction classification, account reconciliations, month-end close, balance-sheet oversight, financial statements, routine payroll accounting where applicable, and tax-ready year-end records. The exact scope is confirmed as part of your engagement.

How much does small business bookkeeping cost?

J.L. Bell & Co. monthly bookkeeping packages currently start at $199 per month. Final pricing is based on the size, complexity, and accounting needs of your business.

Can you clean up bookkeeping that is behind or inaccurate?

Yes. Cleanup & Catch-Up services can address overdue periods, inaccurate historical records, unreconciled accounts, opening-balance issues, and other problems that need to be resolved before reliable ongoing bookkeeping can begin. Cleanup projects are quoted after reviewing the books.

Do you review my books before starting?

Yes. Before taking over existing books, J.L. Bell & Co. reviews the accounting records to understand their current condition and determine whether cleanup or catch-up work is needed. The initial scoping review is complimentary. Detailed diagnostic reports are available separately for a fee.

Do I need to use QuickBooks Online?

QuickBooks Online is the preferred accounting platform for most ongoing bookkeeping engagements. If your business currently uses spreadsheets, another accounting system, or an existing QuickBooks file, we can review the current setup before recommending whether a change is necessary.

Can you help with payroll, accounts payable, or accounts receivable?

Yes. Payroll administration, accounts payable, accounts receivable, and other accounting functions can be included when appropriate. Routine payroll accounting from an outside payroll provider is part of normal bookkeeping; administering payroll or handling operational A/P or A/R is separately scoped based on the needs of the business.

Do you work only with small businesses in Dallas-Fort Worth?

No. J.L. Bell & Co. is based in the Dallas-Fort Worth area and works with businesses locally or remotely when the accounting systems and workflow are a good fit.

Can you work with my CPA or tax preparer?

Yes. J.L. Bell & Co. can maintain organized, tax-ready books and coordinate with your CPA or tax preparer when appropriate so year-end information can be handed off cleanly.

Do you prepare tax returns?

Tax return preparation is not currently offered as a general service. J.L. Bell & Co. can keep your accounting records organized and tax-ready and work with your existing tax professional. Filing services will only be offered when properly authorized and specifically included in an engagement.

Let’s figure out what your books actually need.

Tell us where things stand today. We’ll talk through your current books, priorities, and whether ongoing bookkeeping, cleanup, reporting, or another level of support makes sense.